BIV · VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · Holdings ETF

$72.86 -0.08 (-0.11%) At close · Sep 30

Volume · Sep 30 2.4M Avg daily vol (3M) 1.68M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

Quarter:

Holders: 1,027

Total Value: $18,988,509,832

Total Shares: 247,568,557

Showing 1–100 of 1,029 holdings by value · page 1 of 11

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 1,027 13F filers · Δ vs Mar 31, 2026

Top Holder

10.7%

−0.8 pts

Top 5

35.1%

+0.2 pts

Top 10

48.5%

+0.4 pts

HHI

342

Broadly held−10

Quarterly Activity

vs Mar 31, 2026

New

Increased

497

Decreased

315

Sold Out

Unchanged

127

Holder count: +8

Institutional value: +2.3%

Shares held: +2.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large EP Wealth Advisors, LLC	+1,938,104	12,178,869
Large ASSETMARK, INC	+1,330,670	1,346,530
Mega GOLDMAN SACHS GROUP INC	+891,246	11,248,421
Mega NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	+752,384	12,822,370
Mega ENVESTNET ASSET MANAGEMENT INC	+680,629	24,235,046

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large MATHER GROUP, LLC.	−2,070,367	1,630,105
Mega WELLS FARGO & COMPANY/MN	−1,289,799	26,474,330
Large Private Advisor Group, LLC	−665,206	105,152
Small 49 WEALTH MANAGEMENT, LLC	−560,174	128,358
Mega AMERIPRISE FINANCIAL INC	−290,231	3,911,085

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid DAYMARK WEALTH PARTNERS, LLC	575,881	$44,170,072
Small Allied Investment Advisors, LLC	155,473	$11,924,779
Small ALONGSIDE, LLC	128,358	$9,845,058
Mid J.W. COLE ADVISORS, INC.	115,390	$8,850,413
Small Kroeger Financial Partners	105,507	$8,092,386

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Efficient Advisors, LLC	1,414,410	$109,164,163
Small rebel Financial LLC	154,175	$11,899,226
Small Systelligence, LLC	112,975	$8,719,410
Small Forthright Family Wealth Advisory LLC	62,371	$4,813,793
Large CWM, LLC	62,238	$4,803,528

Filter: New 88 Increased 497 Reduced 315 Sold out 80 Unchanged 127

Showing 100 of 1,029

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

WELLS FARGO & COMPANY/MN

$2,030,581,109

10.69%

26,474,330

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	906,486	$69,527,476	3.4%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	5,316,697	$407,790,659	20.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	20,166,898	$1,546,801,076	76.2%	Defined
WELLS FARGO DELAWARE TRUST CO, N.A.	1,080	$82,836	0.0%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	83,169	$6,379,062	0.3%	Defined

ENVESTNET ASSET MANAGEMENT INC

$1,858,828,028

9.79%

24,235,046

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$983,475,779

5.18%

12,822,370

EP Wealth Advisors, LLC

$934,119,252

4.92%

12,178,869

GOLDMAN SACHS GROUP INC

$862,753,890

4.54%

11,248,421

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	4,099,740	$314,450,058	36.4%	Defined
GOLDMAN SACHS WEALTH SERVICES, L.P.	7,133,358	$547,128,558	63.4%	Defined
Goldman Sachs Trust Company, N.A.	15,323	$1,175,274	0.1%	Defined

MORGAN STANLEY

$665,379,555

3.50%

8,675,092

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	8,675,092	$665,379,555	100.0%	Defined

BANK OF AMERICA CORP /DE/

$554,156,885

2.92%

7,224,992

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	633,670	$48,602,489	8.8%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	3,666,937	$281,254,067	50.8%	Defined
BOFA SECURITIES, INC.	143,762	$11,026,545	2.0%	Defined
MANAGED ACCOUNT ADVISORS LLC	2,780,623	$213,273,784	38.5%	Defined

Baird Financial Group, Inc.

$473,768,536

2.50%

6,176,904

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	6,173,985	$473,544,649	100.0%	Defined
BAIRD TRUST Co	2,919	$223,887	0.0%	Defined

True Link Financial Advisors, LLC

$437,654,495

2.30%

5,706,056

LPL Financial LLC

$411,146,361

2.17%

5,360,448

UNITED CAPITAL FINANCIAL ADVISORS, LLC

$306,436,595

1.61%

3,995,262

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	3,995,262	$306,436,595	100.0%	Defined

AMERIPRISE FINANCIAL INC

$299,980,218

1.58%

3,911,085

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	2	$153	0.0%	Defined
Ameriprise Financial Services, LLC joint	3,878,070	$297,447,968	99.2%	Defined
Ameriprise Bank, FSB	33,013	$2,532,097	0.8%	Defined

JONES FINANCIAL COMPANIES LLLP

$260,297,403

1.37%

3,393,708

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	3,264,219	$250,365,597	96.2%	Sole
Edward Jones Trust Company	129,489	$9,931,806	3.8%	Sole

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

$186,795,103

0.98%

2,435,399

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	2,435,399	$186,795,103	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$184,121,877

0.97%

2,400,546

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	931,891	$71,476,039	38.8%	Defined
Raymond James Financial Services Advisors, Inc.	1,449,830	$111,201,961	60.4%	Defined
RAYMOND JAMES TRUST N.A.	18,825	$1,443,877	0.8%	Defined

LINCOLN NATIONAL CORP

$172,718,735

0.91%

2,251,874

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Lincoln Financial Investments Corp	2,251,874	$172,718,735	100.0%	Sole

OSAIC HOLDINGS, INC.

$159,063,143

0.84%

2,073,835

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	935,486	$71,751,776	45.1%	Defined
LADENBURG THALMANN ASSET MANAGEMENT	726,080	$55,690,336	35.0%	Sole
OSAIC INSTITUTIONS, INC.	1,295	$99,326	0.1%	Defined
CW Advisors, LLC	197,030	$15,112,201	9.5%	Sole
Osaic Advisory Services, LLC	213,944	$16,409,504	10.3%	Defined

ROYAL BANK OF CANADA

$157,825,894

0.83%

2,057,704

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	1,772,571	$135,956,195	86.1%	Defined
RBC Dominion Securities Inc.	182,783	$14,019,456	8.9%	Defined
RBC Phillips, Hager & North Investment Counsel Inc.	30,734	$2,357,297	1.5%	Defined
RBC Private Counsel (USA) Inc.	54,917	$4,212,133	2.7%	Defined
RBC Trust Co (Delaware) Ltd	15,433	$1,183,711	0.8%	Defined
CITY NATIONAL BANK	946	$72,558	0.0%	Defined
RBC Rochdale, LLC	320	$24,544	0.0%	Defined

Mariner, LLC

$155,009,702

0.82%

2,020,987

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	4,068	$312,015	0.2%	Other
Held directly	2,016,919	$154,697,687	99.8%	Sole

Zhang Financial LLC

$146,872,599

0.77%

1,914,897

UBS Group AG

$141,063,111

0.74%

1,839,154

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,839,011	$141,052,143	100.0%	Defined
UBS Securities LLC	143	$10,968	0.0%	Defined

Retirement Investment Advisors, Inc.

$140,006,109

0.74%

1,825,373

Cetera Investment Advisers

$137,543,962

0.72%

1,793,272

MATHER GROUP, LLC.

$125,029,053

0.66%

1,630,105

Bank of New York Mellon Corp

$117,110,007

0.62%

1,526,858

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon, NA	1,967	$150,868	0.1%	Defined
BNY Mellon Advisors, Inc.	1,524,889	$116,958,986	99.9%	Defined
Held directly	2	$153	0.0%	Defined

FMR LLC

$116,254,803

0.61%

1,515,708

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	1,515,708	$116,254,803	100.0%	Defined

FIFTH THIRD BANCORP

$112,884,682

0.59%

1,471,769

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	1,471,769	$112,884,682	100.0%	Defined

Creative Planning

$105,177,559

0.55%

1,371,285

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	43,082	$3,304,389	3.1%	Defined
Held directly	1,328,203	$101,873,170	96.9%	Sole

ASSETMARK, INC

$103,278,851

0.54%

1,346,530

Cerity Partners LLC

$97,896,658

0.52%

1,276,358

BCM ADVISORS, LLC

$97,187,720

0.51%

1,267,115

TRUIST FINANCIAL CORP

$96,933,766

0.51%

1,263,804

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TRUIST BANK /NC/	127,700	$9,794,590	10.1%	Defined
Truist Advisory Services, Inc.	1,136,104	$87,139,176	89.9%	Defined

PEAPACK GLADSTONE FINANCIAL CORP

$96,755,591

0.51%

1,261,481

American Trust

$93,118,862

0.49%

1,214,066

COMMONWEALTH EQUITY SERVICES, LLC

$92,649,688

0.49%

1,207,949

Rockefeller Capital Management L.P.

$88,052,059

0.46%

1,148,006

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	274	$21,015	0.0%	Defined
ROCKEFELLER FINANCIAL LLC	1,147,732	$88,031,044	100.0%	Defined

Cambridge Investment Research Advisors, Inc.

$84,765,618

0.45%

1,105,158

CITIZENS FINANCIAL GROUP INC/RI

$80,574,116

0.42%

1,050,510

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citizens Bank, National Association	726,968	$55,758,445	69.2%	Defined
CITIZENS PRIVATE WEALTH, LLC	323,542	$24,815,671	30.8%	Defined

Family Investment Center, Inc.

$79,669,363

0.42%

1,038,714

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$77,817,442

0.41%

1,014,569

VANGUARD ADVISERS INC

$74,739,701

0.39%

974,442

BANK OF MONTREAL /CAN/

$70,528,487

0.37%

919,537

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	53,336	$4,090,871	5.8%	Defined
BMO NESBITT BURNS INC.	1,116	$85,597	0.1%	Defined
BMO PRIVATE INVESTMENT COUNSEL INC.	859,533	$65,926,181	93.5%	Defined
BMO NESBITT BURNS SECURITIES LTD.	5,552	$425,838	0.6%	Defined

WIT, LLC

$66,051,969

0.35%

861,173

Discipline Wealth Solutions, LLC

$62,774,961

0.33%

818,448

World Investment Advisors

$60,864,134

0.32%

793,535

Cranbrook Wealth Management, LLC

$56,037,633

0.30%

730,608

US BANCORP \DE\

$55,917,214

0.29%

729,038

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	695,479	$53,343,239	95.4%	Defined
U.S. BANCORP ADVISORS, LLC	33,559	$2,573,975	4.6%	Defined

MML INVESTORS SERVICES, LLC

$54,824,929

0.29%

714,797

Sage Financial Management Group, Inc.

$54,584,398

0.29%

711,661

Verus Financial Partners, Inc.

$54,223,218

0.29%

706,952

Cannon Financial Strategists, Inc.

$53,426,228

0.28%

696,561

STEPHENS INC /AR/

$52,456,050

0.28%

683,912

Scott Capital Advisors, LLC

$51,943,464

0.27%

677,229

JPMORGAN CHASE & CO

$51,129,523

0.27%

666,617

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	257,299	$19,734,833	38.6%	Defined
J.P. Morgan Private Investments Inc.	70	$5,369	0.0%	Defined
55I, LLC	409,248	$31,389,321	61.4%	Other

Janney Montgomery Scott LLC

$49,682,731

0.26%

647,754

Reliant Wealth Planning

$48,464,122

0.26%

631,866

Francis Financial, Inc.

$48,083,690

0.25%

626,906

Cornerstone Planning Group LLC

$46,713,444

0.25%

609,041

MFA WEALTH ADVISORS, LLC

$46,054,208

0.24%

600,446

DAYMARK WEALTH PARTNERS, LLC

$44,170,072

0.23%

575,881

STIFEL FINANCIAL CORP

$42,813,018

0.23%

558,188

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	471,243	$36,144,338	84.4%	Defined
Stifel Independent Advisors, LLC	1,609	$123,410	0.3%	Defined
1919 Investment Counsel, LLC	49,214	$3,774,713	8.8%	Defined
Stifel Trust Company, N.A.	36,122	$2,770,557	6.5%	Defined

&PARTNERS

$42,535,135

0.22%

554,565

PNC FINANCIAL SERVICES GROUP, INC.

$41,712,987

0.22%

543,846

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	3,257	$249,811	0.6%	Defined
PNC Wealth Management LLC	540,589	$41,463,176	99.4%	Defined

Badgley Phelps Wealth Managers, LLC

$40,177,991

0.21%

523,833

Midwest Trust Co

$40,143,092

0.21%

523,378

Beacon Capital Management, Inc.

$39,996,442

0.21%

521,466

BetterWealth, LLC

$39,979,568

0.21%

521,246

PINKERTON WEALTH, LLC

$39,512,695

0.21%

515,159

Farmers & Merchants Trust Co of Chambersburg PA

$38,480,466

0.20%

501,701

SHERMAN PORFOLIOS, LLC

$38,066,440

0.20%

496,303

LVW Advisors, LLC

$37,949,549

0.20%

494,779

Franklin, Parlapiano, Turner & Welch, LLC

$37,504,766

0.20%

488,980

Farther Finance Advisors, LLC

$37,484,517

0.20%

488,716

CARY STREET PARTNERS FINANCIAL LLC

$36,524,999

0.19%

476,206

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	426,641	$32,723,364	89.6%	Defined
CARY STREET PARTNERS ASSET MANAGEMENT LLC	49,565	$3,801,635	10.4%	Defined

Envestnet Portfolio Solutions, Inc.

$36,111,740

0.19%

470,818

Geneos Wealth Management Inc.

$35,691,271

0.19%

465,336

Gordian Advisors LLC

$34,659,196

0.18%

451,880

HighTower Advisors, LLC

$34,644,623

0.18%

451,690

Avior Wealth Management, LLC

$34,135,181

0.18%

445,048

BRIGHTON SECURITIES CORP.

$34,013,075

0.18%

443,456

SOUTHERN MICHIGAN BANK & TRUST

$33,275,681

0.18%

433,842

GREENUP STREET WEALTH MANAGEMENT LLC

$32,118,585

0.17%

418,756

Wescott Financial Advisory Group, LLC

$32,090,206

0.17%

418,386

Grey Fox Wealth Advisors, LLC

$31,984,590

0.17%

417,009

Prime Capital Investment Advisors, LLC

$31,849,905

0.17%

415,253

Wealthfront Advisers LLC

$31,515,799

0.17%

410,897

Modera Wealth Management, LLC

$31,444,929

0.17%

409,973

Roundview Capital LLC

$31,302,113

0.16%

408,111

Ballentine Capital Advisors, Inc

$30,986,416

0.16%

403,995

CAPTRUST FINANCIAL ADVISORS

$30,940,243

0.16%

403,393

Seneschal Advisors, LLC

$30,359,240

0.16%

395,818

FPC INVESTMENT ADVISORY, INC.

$30,309,002

0.16%

395,163

Keyes, Stange & Wooten Wealth Management, LLC

$30,291,821

0.16%

394,939

Compass Planning Associates Inc

$29,920,976

0.16%

390,104

CHRISTINE MESSMER PC

$29,857,469

0.16%

389,276

BROWN WEALTH MANAGEMENT, LLC

$29,792,427

0.16%

388,428

ACORN CREEK CAPITAL LLC

$29,776,167

0.16%

388,216

LODESTAR PRIVATE ASSET MANAGEMENT LLC

$29,740,578

0.16%

387,752

BANK HAPOALIM BM

$29,375,333

0.15%

382,990

Everhart Financial Group, Inc.

$29,282,602

0.15%

381,781